The following validation form elements are available and can be added to a validation form. When you select an item on the form, a properties pane is shown on the right that enables you to set various settings.

You can access most validation form elements via script. For example, to implement a button. For details see Kofax Transformation - Scripting Help.

The Information icon is displayed in the upper right corner of the validation form and includes a tooltip. It explains that above this area folder fields may display (Folder pane) on the validation form in Test Validation mode or for the Validation, if the folder fields are defined.

Tabs

The default validation form consists of one tab with all simple and table fields placed on this tab. You can add additional tabs either at the end or before a selected tab, you can rename or delete a tab, and you can display the tabs horizontally or vertically. You can move all validation form elements, such as fields, labels, mini viewers, as well as complete groups, to any tab you want.

Note If you delete a tab that contains elements, those elements are deleted from the custom validation form as well. You can move them first to another tab, or insert them afterward manually onto another tab.

The Tab Properties enable you to change the header text of a tab. You can define it to show only the tab header or additional details. If you have selected details for the tab header, it displays the status of the fields on the tab.

Simple Fields

Fields can be displayed as text fields, lists (combo box style), or check boxes. To change the style for a field, select the field properties and change the style in the Field Properties pane on the right.

A text box field uses Auto Completion to complete user input automatically, by hits found on the current document page. By default, auto completion is disabled for the fields. To activate auto completion for a field, change the field properties.

A list can have defined values, values from a dictionary, or can be filled from a script.

To fill a check box, an Advanced Zone Locator is usually used. The OCR result of the Advanced Zone Locator is mapped to 0 (zero) or 1. Normally, 0 (zero) corresponds to unchecked.

Table Fields (not available for folder fields)

As the number of line items differs from document to document, a table field is shown during validation form design as a placeholder on the form. It shows the columns of the assigned table model and a number of empty rows. During validation, either within the Validation module or the Test Validation mode, the table is filled dynamically. The best practice for large tables or projects having many fields is to move the table to a separate validation form tab in order to have maximum space to show the table.

You can place any validation form element below a table, but you have to check anchoring settings to make sure that those elements are visible on the form.

You can define a table column as a check box, display or hide the table toolbar, customize the table header text, and set column widths using the Table properties.

MiniViewer (not available for folder fields)

There is only one MiniViewer available for each field and you can set various MiniViewer properties.

Field Labels

Within the Field Label properties, you can set different fonts for the field label text. Additionally, you can directly access the field display name translations.

Labels

Within the Label properties, you can set different fonts for the label text. Additionally, you can provide localizations for the label text.

Buttons

Button handling is implemented within the ButtonClick event. Use the Script Wizard to implement the handling for the button.

You can assign shortcut keystrokes (F6 – F12, Shift F6 - Shift F12, or Ctrl + Shift F6 - Ctrl + Shift F12) to a button from the Button properties pane by selecting an item from the Shortcut list.

Important If you are using multiple validation steps you have to make sure that the ButtonClick event is executed only if a button is present on the validation form. If necessary, use following sample code that uses the ButtonClick event in step 2 because the button is not present in the first step:

...
   If Project.ScriptExecutionMode=CscScriptModeValidation Then
      If Project.ScriptExecutionInstance=2 Then
         ValidationForm.Labels(0).Text = "This is the second validation step of the Validation Module"
      End If
   End If

Database Lookup Button

You can define a database lookup button that enables users to populate results from a database search to the fields of a validation form. You can configure three different types of lookups: locator subfields, fuzzy database, or relational database (including Microsoft SQL, Oracle, and ODBC databases). You can configure all settings in the database lookup button properties. No scripting is needed for this button.

Groups

Groups can have different behaviors. They can always be open, always be closed, or they can be open when they contain an invalid field, or open when they contain a field to be filled. To set the behavior, open the Group Properties and select the group behavior.

Note You cannot insert a group and add other fields to the group with the drag-and-drop method. You can insert the group, select it, and then insert fields, or you can right-click the selected items already on the form that need to be grouped and click Group Selection on the shortcut menu. Select a single element by clicking it or use Ctrl+ click to select several elements.